Apexium Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Apexium Financial’s Portfolio ESGU Stock Details ESGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.13M	Hold	7,783	–	–	0.06%	123
2025 Q2	$1.05M	Buy	7,783 +52	+0.7%	+$6.49K	0.06%	123
2025 Q1	$942K	Buy	7,731 +17	+0.2%	+$2.19K	0.06%	125
2024 Q4	$994K	Hold	7,714	–	–	0.06%	112
2024 Q3	$973K	Buy	7,714 +26	+0.3%	+$3.16K	0.06%	100
2024 Q2	$917K	Hold	7,688	–	–	0.07%	96
2024 Q1	$884K	Hold	7,688	–	–	0.07%	104
2023 Q4	$807K	Sell	7,688 -1,363	-15%	-$133K	0.06%	140
2023 Q3	$850K	Hold	9,051	–	–	0.09%	94
2023 Q2	$882K	Sell	9,051 -621	-6%	-$57.3K	0.08%	93
2023 Q1	$875K	Sell	9,672 -596	-6%	-$52.7K	0.09%	94
2022 Q4	$870K	Sell	10,268 -39,419	-79%	-$3.36M	0.09%	92
2022 Q3	$3.95M	Buy	+49,687	New	+$4.4M	0.49%	28

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Apexium Financial's ESGU Position: Q3 2025 in Review

Apexium Financial held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2025 at 7,783 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #123.

Apexium Financial first reported a position in ESGU in Q3 2022 and has held it in 13 quarters since. The position peaked at $3.95M in Q3 2022. 775 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

Apexium Financial held 7,783 shares of iShares ESG Aware MSCI USA ETF worth $1.13M as of Q3 2025.
Apexium Financial left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2025.
iShares ESG Aware MSCI USA ETF made up 0.06% of Apexium Financial's portfolio in Q3 2025, its #123 holding.
Apexium Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and has held it in 13 quarters since.
Apexium Financial's iShares ESG Aware MSCI USA ETF position peaked at $3.95M in Q3 2022.
775 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.